Associate

Grow your career in financial planning with an Associate opportunity at Findex If you’re working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. Based in Canberra, you’ll join a team that puts people at the heart of what we do — and we’re looking for someone client-focused, motivated, and keen to learn.

Your role, your contribution

An overview of your day-to-day responsibilities follows:

• Proactively communicate with clients and identify how Findex can best meet their needs
• Support your Advisers/Partners in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planning
• Prepare pre-appointment work and take part in client meetings with Advisers/Partners
• Ensure advice documents are compliant with industry legislation, regulation, and Findex policies and procedures
• Coordinate production of advice documentation and help prepare SOAs

The benefits of joining us

• Compressed work fortnight: every second Friday off, with no reduction to your salary or hours
• Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs and further education
• Competitive salary package, flexible working options, and a range of employee benefits (including wellbeing support and employee discounts)
• Clearly defined career progression with strong growth opportunity

What you bring to the role

• FASEA approved degree
• Diploma or Advanced Diploma of Financial Planning qualified, or equivalent
• An interest in achieving or studying towards CFP
• Proven experience in a similar Financial Planning role
• Strong attention to detail and the ability to prioritise your workload
• The ability to work and thrive in a team environment

Our impact: why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models.

For the community: the Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we’ve donated over $4.3 million to more than 800 charities across Australia and New Zealand.

For you: we focus on developing our people first, with structured training and development opportunities that set you up for success.

For our customers: we champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services.

For diversity and inclusion

Findex is an equal opportunity employer, committed to creating an inclusive environment for all employees.

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